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Oscar Health, Inc. (OSCR): A Bull Case Theory 

We came across a bullish thesis on Oscar Health, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on OSCR. Oscar Health, Inc.'s share was trading at $17.97 as of November 28th.

Oscar Health, Inc. operates as a healthcare technology company in the United States. OSCR is positioned to benefit from a structural shift in the U.S. healthcare system, as evidenced by a rising medical loss ratio (MLR) driven by higher average market morbidity. The increase in illness among ACA members, attributed to a stealth...